Civic Intelligence

Robert and Ruth Walker Charitable Foundation

990PF • Fiscal year 2020 • EIN 27-3081260

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization Profile
136 Lakeshore Drive Rm/Ste 811North Palm Beach, FL 33408-3663

(561) 371-8440

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.03x

Higher debt load relative to assets than 50% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.32x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-29%

Higher net margin than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

39th percentile

0.3%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

165%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,311,932

Up $3,812 (+0.3%) from 2019

Net Assets

Down

$1,271,932

Down $36,188 (-2.8%) from 2019

Liabilities

Up

$40,000

Up $40,000 from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin18th percentile

Revenue

Up

$126,803

Up $78,949 (+165%) from 2019

Expenses

Down

$162,991

Down $5,228 (-3.1%) from 2019

Net Income

Up

-$36,188

Up $84,177 (+70%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,800,388Liabilities 2013: $0Net Assets 2013: $1,800,3882013Assets 2014: $1,857,738Liabilities 2014: $0Net Assets 2014: $1,857,7382014Assets 2015: $1,716,356Liabilities 2015: $0Net Assets 2015: $1,716,3562015Assets 2016: $1,611,360Liabilities 2016: $0Net Assets 2016: $1,611,3602016Assets 2017: $1,529,522Liabilities 2017: $0Net Assets 2017: $1,529,5222017Assets 2018: $1,428,485Liabilities 2018: $0Net Assets 2018: $1,428,4852018Assets 2019: $1,308,120Liabilities 2019: $0Net Assets 2019: $1,308,1202019Assets 2020: $1,311,932Liabilities 2020: $40,000Net Assets 2020: $1,271,9322020Assets 2021: $1,252,397Liabilities 2021: $40,000Net Assets 2021: $1,212,3972021Assets 2022: $1,597,475Liabilities 2022: $0Net Assets 2022: $1,597,4752022Assets 2023: $1,641,366Liabilities 2023: $0Net Assets 2023: $1,641,3662023Assets 2024: $1,679,031Liabilities 2024: $0Net Assets 2024: $1,679,0312024

Highlighted filing

2020

Assets$1,311,932
Liabilities$40,000
Net Assets$1,271,932
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $130,840Expenses 2013: $133,375Net Income 2013: -$2,5352013Revenue 2014: $253,372Expenses 2014: $196,647Net Income 2014: $56,7252014Revenue 2015: $33,215Expenses 2015: $174,595Net Income 2015: -$141,3802015Revenue 2016: $47,830Expenses 2016: $152,827Net Income 2016: -$104,9972016Revenue 2017: $72,760Expenses 2017: $154,519Net Income 2017: -$81,7592017Revenue 2018: $70,503Expenses 2018: $171,540Net Income 2018: -$101,0372018Revenue 2019: $47,854Expenses 2019: $168,219Net Income 2019: -$120,3652019Revenue 2020: $126,803Expenses 2020: $162,991Net Income 2020: -$36,1882020Revenue 2021: $40,375Expenses 2021: $99,910Net Income 2021: -$59,5352021Revenue 2022: $882,721Expenses 2022: $497,643Net Income 2022: $385,0782022Revenue 2023: $63,223Expenses 2023: $19,332Net Income 2023: $43,8912023Revenue 2024: $86,894Expenses 2024: $49,229Net Income 2024: $37,6652024

Highlighted filing

2020

Revenue$126,803
Expenses$162,991
Net Income-$36,188
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN DACORTEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Ruth Walker
EIN
27-3081260
Phone
5613718440
Address
136 LAKESHORE DRIVE RM/STE 811, NORTH PALM BEACH, FL 33408-3663

Signing Officer

Name
Susan Dacorte
Title
Director
Phone
5613718440
Signed
2021-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Bghn Associates Pc
Address
1845 51ST ST NE, CEDAR RAPIDS, IA 52402
Preparer
Scott E Bohr
Phone
3193668400
Raw XML Appendix295 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MUTUAL FUNDS - FIXED - SEE DETAIL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt060206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS - EQUITY - SEE DETAIL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FDS - COMMODITIES -SEE DETAIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1REIT - SEE DETAIL
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-36188
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt089997
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt063541
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt058
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02054
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANKIOWA - ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BANKIOWA - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt025653
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01285
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-36188
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01271932
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01308120
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01592
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06762
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02106936
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029719
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0244217
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031604
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01833000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0103767
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02075332
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02106936
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0102516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011930
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053465
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023669
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017866
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011930
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0126185
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023669
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053465
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029796
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01258
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01258
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FARM REAL ESTATE TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROPERTY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MAINTENANCE & SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012005
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14058
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2751
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt38125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt42262
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012005
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2751
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42262
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5625
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BANKIOWA
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt058
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt058
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt040000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02054
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02054
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN DACORTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05613718440
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT AND RUTH WALKER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0273081260
ReturnHeader/Filer/PhoneNum05613718440
ReturnHeader/Filer/USAddress/AddressLine1Txt0136 LAKESHORE DRIVE RM/STE 811
ReturnHeader/Filer/USAddress/CityNm0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334083663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421508032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGHN ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01845 51ST ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052402
ReturnHeader/PreparerPersonGrp/PhoneNum03193668400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E BOHR
ReturnHeader/ReturnTs02021-11-15T07:44:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DACORTE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,311,932
Liabilities
$40,000
Net assets
$1,271,932
Revenue
$126,803
Expenses
$162,991
Net income
-$36,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.09$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.06$0.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.88$0.50$0.39
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.04$1.21$0.04$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.04$1.27$0.13$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.17$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.07$0.15$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.05$0.15$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.03$0.17$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.25$0.20$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.13$0.13$0.00